High-Quality Data Critical for Federal Income Tax Reporting Purposes


In this soundbite, Janet Battaglia, Investment Funds Consultant at EDI, joins Jonathan Bloch, EDI CEO, to discuss the company’s recent US Dividend Reclassification service product launch, a critical dataset used for US federal income tax reporting purposes. They cover topics such as what data is provided, the coverage, potential consumers, and why EDI stands out from its peers.

The US Dividend Reclassification service can be utilized in multiple ways, the data is aggregated from hundreds of fund and investment managers. Our speakers provide viewers with an in-depth view of the included security reference data fields and income classifications, which are customizable based on your specific needs.